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POWERS ADVISORY GROUP, LLC
2603 Plaza Drive
Highland, Illinois 62249
Tel: 618-654-6262
About POWERS ADVISORY GROUP, LLC
POWERS ADVISORY GROUP, LLC, formally registered with the SEC as POWERS ADVISORY GROUP, LLC. The firm was established in 05/03/2021. They have over 1 offices throughout the country.
POWERS ADVISORY GROUP, LLC is a Highland, Illinois based Financial Planning firm with nearly $250,912,566 assets under management, offering retirement planning & investment advisory services to 1435 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172252 |
| SEC# | 801-121109 |
| Assets Managed by Firm | $250,912,566 |
| No. of Clients | 1435 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1435 | $250,912,566 |
| Individuals (other than high net worth individuals) | 418 | $73,738,887 |
| High net worth individuals | 99 | $172,874,624 |
| Charitable organizations | 3 | $94,015 |
| Corporations or other businesses | 9 | $4,205,040 |
More Retirement Planning firms in Highland, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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